Latest / Advisory Secrets with Deb Halliday
Transitioning from Technician to Trusted Advisor: Unlocking Your Potential
The Mindset Shift From Technician to Advisor
Summary
In this episode of Advisory Secrets, Deb Halliday explores one of the most important shifts in the accounting profession. The move from technician to advisor.
Most accountants and bookkeepers are trained to deliver accurate work, meet deadlines, and provide the right answers. These skills are essential, but they are only the starting point.
Advisory requires a different way of thinking.
Deb shares how the technician mindset focuses on tasks and certainty, while the advisor mindset focuses on understanding, context, and possibility. She…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.